Description

Introduction

The Custom Development on Fiserv Loan Director training provides developers with the expertise to extend and tailor the Loan Director platform to meet specific business requirements. This course focuses on building custom workflows, integrating third-party services, enhancing user interfaces, and optimizing loan origination processes through advanced development practices.

Prerequisites

• Familiarity with Loan Director Developer Essentials concepts

• Proficiency in Java/.NET programming

• Understanding of web technologies (HTML, XML, JSON, REST APIs)

• Working knowledge of relational databases (SQL, Oracle, DB2)

• Basic knowledge of loan origination processes and financial services

Table of Contents

1. Advanced Loan Director Architecture

1.1 Deep dive into platform components
1.2 Custom development opportunities
1.3 Understanding extension points

2. Building Custom Workflows

2.1 Workflow configuration vs. custom coding
2.2 Implementing decisioning logic
2.3 Automation of loan origination steps

3. API Development and Integration

3.1 Creating custom APIs within Loan Director
3.2 Integrating with external systems (credit bureaus, KYC, CRM)
3.3 API security and data handling best practices

4. User Interface Customization

4.1 Custom fields, screens, and layouts
4.2 Enhancing borrower and staff user experience
4.3 Responsive UI design for Loan Director

5. Plugin and Script Development

5.1 Writing and deploying custom plugins
5.2 Using scripts for process automation
5.3 Error handling and exception management

6. Security and Compliance in Custom Development

6.1 Applying enterprise security policies
6.2 Data protection in custom solutions
6.3 Meeting regulatory compliance standards

7. Testing Custom Solutions

7.1 Unit testing and integration testing
7.2 Test automation for custom workflows
7.3 Debugging advanced customizations

8. Performance and Optimization

8.1 Optimizing custom APIs and workflows
8.2 Monitoring system performance with custom modules
8.3 Troubleshooting scalability issues

9. Deployment and Lifecycle Management

9.1 Packaging and deploying custom components
9.2 Versioning and rollback strategies
9.3 Post-deployment monitoring and maintenance

10. Capstone Project

10.1 Developing a custom loan origination module
10.2 Integrating with an external compliance API
10.3 Deploying and validating in a sandbox environment

This training prepares developers to design, build, and deploy custom solutions on Fiserv Loan Director, enabling financial institutions to innovate faster and adapt lending processes to their unique requirements. By mastering custom workflows, APIs, UI enhancements, and security practices, developers will gain the ability to deliver powerful, compliant, and scalable loan origination solutions.